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Viewing and exporting order data
Viewing and exporting order data
Spencer Davies avatar
Written by Spencer Davies
Updated over 2 weeks ago

Viewing bundle orders

Revenue and sales summary

When you open the Kitenzo app and navigate to the Orders section, you'll find a summary of your recent orders. You have the option to view either Revenue or Sales.

Summary date range

By default, this summary will display orders made within the last 30 days. You can change this to show a date range that suits you. Simply use the options in the drop-down menu under Date range, then click Apply.

Orders - Date Range.gif


Alternatively, choose your own Custom date range by clicking directly on the calendar. You can do this by selecting a start and end date, then clicking Apply.

Orders - Custom Date.gif

Best selling bundles

Under the summary chart, you can find data relating to the bundle sales within the date range you have selected. This includes:

  • The top 5 best-selling products within bundles

  • The top 5 best-selling bundles

Example:

Orders - Data Points.png

Viewing order information

Within Kitenzo's Orders section, you can also find an itemized list of all of your bundle orders.

Bundle Builder - Orders.png

You can search for specific orders using the search bar at the top of the list, or use the Add filter button to further refine your results according to:

  • Purchase type (One-off or subscription)

  • Order Status

  • Payment status

  • Fulfilment status

Orders Filters.png

Clicking the order number (e.g. #1001) will direct you to a breakdown of the order, including:

  • The items purchased

  • Status

  • Customer shipping and billing information

  • Notes from the customer

  • Payment details

  • And more

Exporting your data

Once you have chosen the filters you wish to apply to your order list, you have the option to export up to 30 days of order data for your records. To do this, click the Export button located in the top right of the page.

Orders Export.png

Clicking Export will open a new window. From here, you can export either your Current page or All pages to either a CSV or a JSON file.

Note: Customer data is stored on Kitenzo for 30 days. After 30 days, the app automatically redacts customer data. However, full order details can still be accessed from your Shopify admin via the Orders section.

Furthermore, you can customize your report by selecting which categories you wish to include. To do this, click the Customize export button to reveal a drop-down list of options.

Orders - Cutomize Export.gif

The following details are available to export:

  • Internal ID

  • Created at

  • Customer ID

  • Customer Name

  • Order ID

  • Order Number

  • Email

  • Shipping Address

  • Name

  • Shipping Company

  • Shipping Address Line 1

  • Shipping Address Line 2

  • Shipping Address City

  • Shipping Address Province

  • Shipping Address Country

  • Shipping Address Postal Code

  • Shipping Phone Number

  • Shipping All

  • Notes Status

  • Financial Status

  • Fulfillment Status

  • Internal Bundle ID

  • Bundle SKU

  • Bundle Name

  • Product IDs (grouped)

  • Variant IDs (grouped)

  • Product Titles (grouped)

  • SKUs (grouped)

  • Barcodes (grouped)

  • Selected variants by SKU (multiple fields)

Note: You'll need to sync your order data the first time you visit the page to activate the data fields. This may take a few minutes depending on the number of bundle orders you have.

Alternative export method

Alternatively, you have the option of using the export function under Shopify's orders:

Step 1: Within Shopify admin, go to Orders.

Step 2: Select Export.

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